$美光科技(MU)$_老虎社区_美港股上老虎

摩根士丹利预测，美光将在2026年和2027年合计产生约4000亿美元的运营收入。这几乎占整个市值近40%。

2026 → 2027

收入：$172.9B → $285.9B (+65%)

运营收入：$140.7B → $248.7B (+77%)

IBM将于今日盘后发布Q2财报。上一季它营收不及预期、股价暴跌逾20%并带崩整个软件板块，还点出"客户把资本开支转向硬件"的风格切换信号，令市场记忆犹新。本次焦点：软件与咨询业务能否企稳、混合云与AI订单（watsonx）的兑现，以及现金流与全年指引。最大争议是企业IT预算是否仍在"从软件流向硬件"。当上一季的暴雷阴影未散，IBM这次是止血反弹，还是二次证伪软件需求？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

ruan_7128
07-16
ruan_7128
先吹吧！目前看到的都是天天跌

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